How To - Basic

QuickPay

• Refunding when a Convenience Fee was Charged in the Original Payment
• Disabling the Convenience Fee for Request for Payment (RFP)
• Disabling the Convenience Fee for Manual, Token, Chip, or Swipe Transactions
• Sending a Request for Payment (RFP) in QuickPay
• Processing a Payment Using QuickPay
• How to Process a Check Payment in QuickPay

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Tokens

• Adjust Tokens
• Deactivating a Token
• Deleting a Token
• Finding, Moving, or Editing a Token
• Refund with Stored Tokens
• Token is Missing

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Manual Transactions

• How to Processing a Refund on the Over The Counter (OTC) Screen
• Making a Correction Entry
• Manually Voiding a Duplicate Transaction using the RFMSccsA Console
• Payment showing in PAYLEX Batch Settlement or Cloud Batch Settlement is Missing in Receipts
• Re-Run a Payment without knowing the Card Number

General

• Handling AVS Mismatches when an AVS Match is Required
• How to Search for a Card via the Last 4 Digits from the “Review All” History Page
• Temporarily Suspending Address Verification
• Turning On Automatic Login in PAYLEX

MultiPAY

• MultiPAY By Credit Card
• Running a Manual Transaction to Post a MultiPAY Payment
• Swiping a Card for a MultiPAY Payment
• Using a Token for a Payment in MultiPAY
• Using QuickChip to Post a MultiPAY Payment

ACH/FIN

• Account Setup for ACH
• Account Setup for FIN
• Processing a Financit Payment
• Taking an ACH Payment from the Over the Counter Payment Screen

Printing Documents

• How to Reprint a Receipt
• How to Reprint the Deposit Slip Summary Report
• Printing/Reprinting Settlement Reports (via AutoBatch or "On Demand")
• Turning Off Print Credit Card Signature on Invoices

Chip Card (EMV)

• QuickChip Card Transactions
• Setting up QuickChip Card Transactions
• Silence the VP3300 / VP8300

Online

• Allowing Customers to Pay Online
• PAYLEX Cloud Console – Adding Users
• PAYLEX Payment Services Mobile – Charging a Card using the Token
• Processing a Refund for a Cloud Payment